Probate cost calculator

This Probate Cost Calculator is designed to give you an estimate for us dealing with the whole of the administration for you, right down to paying the final energy bill. Don’t let the estimate scare you; we can discuss how involved you want us to be and how much you would like to do yourself.

Assets

Enter the number of each of the following

Banks, Building Societies, Investment Bonds, Life Insurance, Share portfolio, Individual shares

Property, including contents and dealing with utilities

Other Assets, e.g. cash , cars, lifetime gifts, tax refund

Pensions including private pensions and state benefits

Joint assets

Liabilities

Were they in a nursing home?

Yes

Does the Funeral and/or reception need to be paid, or refunded to someone who has paid it?

Yes

How many other liabilities?

Taxation

HMRC Income Tax

Do you wish us to complete an income tax return?

Yes

HMRC Inheritance Tax

Choose one of these three options. There are different tax forms depending on the value and circumstances of the estate:

Simple Tax form IHT205

Complex Tax form IHT400

Combined Tax forms IHT205 and IHT217

Probate details

Legacies

Residuary beneficiaries (or if no Will, how many people will share the estate)

How many executors/administrators will apply for the grant

Fee excluding VAT and disbursements